All of
Anchor Capital Advisors LLC
investment management capabilities are brought together in a balanced portfolio. Equities and bonds in the same portfolio provide diversification and our asset allocation strategy lowers overall risk (i.e. percent in stocks, bonds, cash).
The equity portion of a balanced portfolio is managed with our All-Cap discipline: a combination of Large-Cap, Mid-Cap and Small-Cap stocks.
Our objective in the management of the fixed-income portion of a Balanced portfolio is to achieve a superior return compared to the risk free rate or the treasury bill rate over the fixed-income market cycle as well as over the medium and long term. Anchor's primary fixed-income management approach is to anticipate broad interest rate changes and to select individual fixed-income securities according to their changing relative quality and duration/maturity for the interest rate environment we expect.
The objective of our balanced account strategy is to provide high returns with reduced volatility and risk.
